The Big Picture

MARCH 18, 2025

How can we re-engineer our media consumption to make it more useful to our needs? Create a financial plan (then stick to it). when the best course for our long-term financial health is to do nothing? What does the endless stream of news, social media, TikToks, Tweets, magazines, and television do to our ability to make good decisions?

Investing 317

Investing Investments Math Media 317

Nerd's Eye View

AUGUST 29, 2023

Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. My guest on today's podcast is Jeff Jones.

Planning 245

Planning Clients Financial Planning Financial Advisor 245

Trade Brains

JUNE 3, 2024

Elecon Engineering: Behind the gleaming skyscrapers and the relentless hum of factories lies a network of silent collaborators, crucial for a nation’s industrial might. Elecon engineering acts as a bridge between the gearboxes and MHE. Industrial gearboxes are the invisible conductors of power.

Engineering 105

Engineering Manufacturing Government Electronics 105

Abnormal Returns

OCTOBER 30, 2023

kitces.com) AI How recommendation engines could work in wealth management. thinkadvisor.com) Blended families don't plan their money lives in advance. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence.

Wealth Management 263

Wealth Management Retirement Planning Financial Advising Financial Advice 263

Trade Brains

AUGUST 17, 2023

Fundamental Analysis of Elecon Engineering Company: The stock of Elecon Engineering Company has generated a whopping return of 1,000% in the last five years for its investors. In this article, we’ll perform a fundamental analysis of Elecon Engineering Company and attempt to know if it can be a good investment pick.

Engineering 98

Engineering Manufacturing Sales Investing 98

The Big Picture

APRIL 28, 2024

The plan was to export thousands per year to the United States, but it was too expensive to be a mass-market car. liter V8 engine 4-Speed Manual 150/160 horsepower 0-60 mph = 11.1 All of that blue sky beckons us to hop in a roadster to enjoy the open road. BMW produced only 252 of these from 1956 to 1959. The specs: 3.2

Engineering 279

Engineering Sales Planning Marketing 279

Abnormal Returns

JULY 17, 2023

(thinkadvisor.com) The biz The DOL's fiduciary rule has thrown a wrench into Edelman Financial Engine's ($EFE) plans. thinkadvisor.com) The SAVE Plan has some fixes for student loan repayment plans. riabiz.com) Pathstone will push $100 billion in AUM after purchasing Veritable LP.

Wealth Management 246

Wealth Management Compliance Engineering Clients 246

Trade Brains

JUNE 5, 2024

Jash Engineering: Water, the elixir of life, is a precious resource facing ever growing pressures. Jash Engineering Ltd, a leading player in this vital sector, has been a key contributor for over 50 years. Jash Engineering focuses on manufacturing a comprehensive range of equipment for water and wastewater treatment plants.

Engineering 59

Engineering Management Planning Manufacturing 59

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!).

Marketing 240

Marketing Marketing Engineering Media 240

Abnormal Returns

APRIL 1, 2024

theverge.com) Generative AI search engine Perplexity is planning to start selling ads. (morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). bloomberg.com) Why banks love the wealth management business. wsj.com) AI You can now use ChatGPT without a login.

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Nerd's Eye View

NOVEMBER 3, 2023

Read More.

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Abnormal Returns

JULY 26, 2024

sherwood.news) AI Why Reddit ($RDDT) is cracking down on search engines. ourworldindata.org) A growing number of Americans say they do not plan to have children. (sherwood.news) Lineage ($LINE), the world's largest refrigerated-storage company, just went public. theverge.com) The number of AI models just keeps growing. apnews.com)

Financial Advising 264

Financial Advising Engineering Economy Numbers 264

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 246

Estate Planning Financial Planning Wealth Management Clients 246

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come. Read Jims full story here.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Cornerstone Financial Advisory

JANUARY 27, 2025

This includes estate planning, which is not just about securing our family’s future, but about being a good steward of God’s blessings. ” Biblical Principles of Financial Stewardship Before we dive into estate planning specifically, it’s important to understand the broader context of financial stewardship in the Bible.

Estate Planning 52

Estate Planning Planning Certified Financial Planner Food 52

The Big Picture

JUNE 11, 2024

The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? Peter Mallouk : Hey, it’s great to be back, Barry.

Planning 162

Planning Clients Investing Investments 162

Nerd's Eye View

MAY 29, 2023

As a former nuclear engineer, Ryan’s access to specialized knowledge – from understanding how workers in the industry think, to the challenges of their careers, and the financial considerations that come with employment in the industry – helped him decide that this was a niche market he could serve very well. Read More.

Risk Tolerance 246

Risk Tolerance Financial Advisor Clients Planning 246

Indigo Marketing Agency

JANUARY 16, 2025

Your overall branding, marketing, and sales plan should include website buildouts, product launches, social media calendars, email marketing campaigns , copywriting, SEO, and Meta Ads management. To accomplish this in one visit, financial advisors need a comprehensive website buildout game plan or makeover.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Abnormal Returns

AUGUST 2, 2023

theverge.com) ESPN ESPN has gone from profit engine to problem for Disney ($DIS). abnormalreturns.com) Make a plan for your stuff, before someone else has to. (awealthofcommonsense.com) Amazon Amazon ($AMZN) is adding video telemedicine visits in all 50 states to its virtual care option. Then check out our weekly e-mail newsletter.

Financial Advising 245

Financial Advising Engineering Food Media 245

Trade Brains

JANUARY 22, 2024

In 2002, the Company formed a technical collaboration with Cummins Engineering & IT Arm. In the scheme of arrangements, KPIT became an Automotive Engineering entity while Birlasoft became a Business IT Services Company. It has also set up engineering centers in India, Europe, USA, Japan, China & Thailand. 67 Lakh Cr.

Planning 119

Planning Engineering Manufacturing Clients 119

XY Planning Network

JANUARY 22, 2024

EXCLUSIVE XYPN LIVE CONTENT Whether you embrace the technical side of marketing with both arms or at arm's length, the fact remains: leveraging it in your RIA marketing plan will bring you long-term gains.

Financial Planning 95

Financial Planning Fee Only Planning Engineering 95

Indigo Marketing Agency

FEBRUARY 1, 2025

Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page. SEO Impact The new Mendoza Private Wealth website is designed with SEO at its core, making it a powerful tool for improving search engine rankings and attracting the right clients. Is Your Website Ready for 2025?

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

Nerd's Eye View

AUGUST 21, 2023

In particular, niche firms had significantly higher efficiency scores than non-niche firms when using search engine optimization and drip marketing, two tactics that require relatively little of an advisor’s time to implement. tax planning or working with blended families), as well as the type of clients they like working with the most.

Marketing 246

Marketing Marketing Financial Planner Clients 246

FMG

MARCH 6, 2025

AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors. AI-powered search engines, including Googles AI Overviews and tools like ChatGPT, now generate responses by pulling information from multiple sources.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Nerd's Eye View

FEBRUARY 2, 2024

Which suggests that building trusting relationships with their clients and giving them added confidence in their financial decision-making (rather than focusing on ways to juice investment returns) could be the keys to improving client retention!

Financial Planner 246

Financial Planner Compliance CFP Clients 246

Nerd's Eye View

FEBRUARY 19, 2024

Finally, the annual T3/Inside Information Software Survey, which assesses the software programs used by financial advisors, found that tax planning tools are on the rise – with adoption rates jumping from 30% to 43%. A continual thread through the conference was the ongoing effort to build a truly cohesive tech stack.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Trade Brains

MAY 29, 2024

India’s transformation, from rural landscapes to bustling metropolises, is fueled not just by ambition, but by the invisible hand of electrical engineering components. Behind the scenes lies a complex symphony of meticulously crafted electrical engineering components, playing a vital role in India’s growth and development.

Planning 100

Planning Engineering Manufacturing Distribution 100

Trade Brains

NOVEMBER 13, 2023

Fundamental Analysis of Gensol Engineering : India is currently undergoing a massive energy revolution, actively taking measures to slow down its dependency on energy generated from non-renewables. Company Overview Gensol Engineering was Incorporated in 2012 and is part of the Gensol group of companies. GW in FY 2016 to 54.00

Engineering 69

Engineering Government Valuation Manufacturing 69

Midstream Marketing

NOVEMBER 7, 2024

They help attract the right leads and improve your search engine rankings. This includes content marketing, keyword research, and tips to enhance your website for search engines. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM).

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

The Big Picture

AUGUST 31, 2022

Shakeups at Carlyle, Apollo Underscore Need for Succession Planning : There may be more scrutiny of publicly traded private equity firms in the current investment landscape. ( Supermassive black holes have come to the fore as engines of galactic evolution, but new observations of the Milky Way and its central hole don’t yet hang together.

Engineering 303

Engineering Food Taxes Numbers 303

Nerd's Eye View

SEPTEMBER 18, 2024

Today, AI is now almost ubiquitous across many of the tools that we use, from smartphone cameras to search engines to office productivity software. In the nearly 2 years since the launch of ChatGPT, there has been an explosion of new technology solutions incorporating Artificial Intelligence (AI).

Engineering 246

Engineering Clients Financial Advisor Financial Planning 246

Trade Brains

MAY 8, 2023

What are its future plans? A highlight of the future plans and a summary conclude the article at the end. The auto-tech company operates 7 engineering centers across the globe. Future Plans Of KPIT Technologies So far we looked at previous years’ data for our fundamental analysis of KPIT Technologies.

Planning 105

Planning Engineering Electronics Marketing 105

The Big Picture

MAY 31, 2024

We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. Be sure to check out our Masters in Business next week with Peter Mallouk, CEO of Creative Planning, which manages over $300 billion in client assets.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

Trade Brains

NOVEMBER 6, 2023

In this Fundamental Analysis Of Force Motors , we’ll analyze its operations, segments, fundamentals, industry, future plans and more. As the company has partnerships with various automakers, Force manufactures engines in their hub for automakers like Mercedes-Benz and BMW. Future Plans Of Force Motors 1. 2021-22 0.61 -2.16

Planning 105

Planning Transportation Engineering Manufacturing 105

The Big Picture

JANUARY 13, 2023

Be sure to check out our Masters in Business interview this weekend with Jennifer Grancio, CEO of Engine No. Source: Creative Planning via @PeterMallouk. 1 , where she guides the firm’s strategic vision. Meme Stocks, below 2021 Highs. Sign up for our reads-only mailing list here.

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Media Transportation Engineering Distribution 276